Broker Check

As President of Advisory Services John manages the operations and oversight of Integrated Wealth Concepts. This includes oversight of SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the...

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As the Sr. Vice President of Strategic Alliances at Integrated Financial Partners (IFP), my goal is to help CPAs and other professional partners incorporate financial services into their practices. By carefully implementing the...

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Debbie Lasota, MSF

Director of Business Development

Debbie helps our partners incorporate financial services into their business. By carefully implementing IFP's co-source model and utilizing our industry-renowned proprietary planning models, we work diligently to help our partners grow...

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Rob Brown, PhD, CFA

Chief Investment Officer

As Chief Investment Officer, Rob has 31 years of experience as an industry leader in portfolio managementfor large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Roboversees the portfolios...

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Richard Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.

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Raymond Lucas

Sr. VP Financial Planning

Ray Lucas, CFP® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the...

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Gregory Freeman

Advanced Planning Specialist

Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...

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